WSFS WEALTH

Credit and financial consultation; financial services, namely, brokerage of shares, stocks, bonds, mutual funds, and other securities, wealth management services, financial trust operations, trust management accounts; trust services, namely, investment services, processing trust asset distribution requests; estate trust management; financial asset management; trustee services to corporations; agency services to corporations in the nature of collateral agency services in the nature of holding collateral on behalf of lenders, escrow agent for maintaining escrow accounts for transactions between other parties, and financial transaction services, namely, providing secure securities payment options via a paying agent; fiduciary services to families and individuals, namely, fiduciary representative services; online financial wealth management services; investment services, namely, investment management services